SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 846 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.11 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,187 | +22.2% | 3,988 | +25.4% | 0.01% | +22.2% |
| Q2 2023 | $230,988 | -26.1% | 3,181 | -25.5% | 0.01% | -25.0% |
| Q1 2023 | $312,357 | -28.8% | 4,269 | -26.5% | 0.01% | -29.4% |
| Q4 2022 | $438,534 | +51.2% | 5,805 | +33.0% | 0.02% | +41.7% |
| Q3 2022 | $290,000 | -19.7% | 4,365 | -13.4% | 0.01% | -20.0% |
| Q2 2022 | $361,000 | +29.4% | 5,040 | +42.4% | 0.02% | +50.0% |
| Q1 2022 | $279,000 | +31.0% | 3,540 | +25.9% | 0.01% | +25.0% |
| Q2 2021 | $213,000 | -46.3% | 2,812 | -54.6% | 0.01% | -52.9% |
| Q4 2020 | $397,000 | +475.4% | 6,192 | +373.0% | 0.02% | +325.0% |
| Q2 2019 | $69,000 | +76.9% | 1,309 | +77.1% | 0.00% | +100.0% |
| Q1 2019 | $39,000 | -68.8% | 739 | -72.2% | 0.00% | -75.0% |
| Q4 2018 | $125,000 | -26.5% | 2,658 | -17.2% | 0.01% | -11.1% |
| Q3 2018 | $170,000 | +277.8% | 3,209 | +248.0% | 0.01% | +200.0% |
| Q2 2018 | $45,000 | -41.6% | 922 | -7.8% | 0.00% | -40.0% |
| Q1 2018 | $77,000 | – | 1,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
| Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
| CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
| Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
| Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
| Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
| Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
| Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
| Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
| HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |